Our Story

It starts with a culture of excellence

Who we are

At Bordeaux Wealth Advisors, excellence is embedded in our firm’s DNA. It’s what drives us to be trusted investment and financial advisors for our clients each and every day. From the advice we offer, to the services we provide, to the values that define us, we set the bar extremely high. We believe the select group of individuals and families we serve deserve nothing less. As an independent wealth management and investment advisory firm, we are dedicated to acting in our clients’ best interests. We are a fee-only firm and do not earn commissions or any other form of compensation outside of the fees our clients pay us. Our autonomy enhances our ability to deliver comprehensive investment solutions and wealth management services in a transparent and objective environment, where excellence is paramount.

What we do

We make it personal. By that we mean that the advice, strategies and solutions we provide are not generic — they are highly customized for you and your family. Our team brings decades of experience, knowledge and resources to act as your personal CFO. Whatever your needs, no matter how big or small, we want to be your first phone call for anything financially-related. Not just because we have the capabilities, but because we truly care, and are committed to being there for you and your family in good times and bad.

What it means for you

Ultimately, we seek to bring you financial clarity, organization and most importantly, peace of mind. We want you to be able to live your life and pursue your interests knowing that your financial house is in good order — that it’s aligned with your values and objectives, and that your money is being managed in a smart and proactive way by professionals you can depend on and trust to always put your interests first. We are privileged to be the stewards of our clients’ finances, helping them make their goals and dreams a reality and leave a lasting legacy. We hope to do the same for you.